-52.3%
TEAM vs KEEL
-34.6%
-17.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.8% | -3.7% | -0.5% |
| 7D | -5.2% | +2.9% | -8.1% | -5.8% |
| 30D | +15.8% | +0.8% | +14.9% | +14.5% |
| 3M | +101.5% | -35.3% | +136.8% | +108.2% |
| 6M | +138.2% | +59.4% | +78.8% | +103.5% |
| YTD | +10.8% | +51.9% | -41.1% | -6.8% |
| 1Y | +1.7% | +75.0% | -73.3% | -22.5% |
| 3Y | -16.0% | +224.5% | -240.6% | -56.3% |
| All | -52.3% | -34.6% | -17.7% | -66.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KEEL.
Daily Out/Under-Performance
Portfolio return minus KEEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEEL return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded KEEL wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling